Job Description Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Internal training to understand systems, products and processes. Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. At least 2 years’ experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Support paraplanners in preparing suitability reports, including fact finds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up to date with relevant regulations.
Locations
Senior Investment Administrator in Godalming, Surrey employer: 2i Recruit Ltd
Join a dynamic and internationally recognised technical distribution business as a Customer Service Manager, where you will lead a passionate team dedicated to delivering exceptional customer service. With a strong focus on professional development, competitive bonuses, and a supportive work culture that encourages performance and innovation, this role offers a unique opportunity for growth and direct exposure to senior leadership. Enjoy additional perks such as extra holiday leave and a commitment to fostering a high-performance environment that values your contributions.
